Unallocated service charge receipts (estate management)

This guide outlines how to access your current list of unallocated service charge receipts and how to allocate them to the correct items

1. Access option from main menu From the main menu: Click Estate Select Daily Accounts Processes Click Unallocated Leaseholder Receipts
2. Unallocated service charge receipts  When importing receipts from bank statement (as outlined here), anything that was not auto-allocated to outstanding items would usually now be appearing in this list If you auto-allocated items, this would then prevent them from showing up in the above list
3. Allocating items Items with pending receipts can be allocated Double-click an item to allocate Click Yes Each outstanding item is displayed along with a total of money left to allocate - this total will decrease as you allocate Click Create Postings

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